Estate and Document Attorney

Overview

This role supports the organization’s tax and wealth management teams by providing estate planning services on a non-exclusive basis. The attorney will work directly with clients and collaborate with internal Legal Directors and other professionals.

Responsibilities

• Receive client hand-offs from Legal Directors and provide estate planning services.
• Meet with clients virtually or in person to confirm estate planning needs.
• Prepare estate planning work products, which may include:
  • Revocable living trusts
  • Wills
  • Powers of attorney
  • Healthcare directives
  • Deeds
  • LLCs
• Draft estate planning documents using the attorney’s own methods or provided document templates.
• Stay up to date with the latest state laws.
• Work collaboratively with internal legal professionals.
• Provide services to an established book of business, including households with average client assets from $1 million to $10 million.

Requirements

• Must be licensed in the posted state.
• Entry level attorneys will be considered.
• Ability to conduct client meetings virtually, with the ability to meet clients in person to oversee document execution (conference room space support may be available if needed).
• Excellent written and verbal communication skills.
• Innovative and creative approach to estate planning.
• Ability to lead and make decisive decisions.
• Strong time management and organization.
• Collaborative mindset to accept ideas and develop strategies with support from tax, business, and financial advisors.

Compensation & Benefits

• Compensation: $250–$350 hourly
• Uncapped earning potential based on client density in your area
• Non-exclusive role: you may work with other law firms or continue building your own practice; the organization can be a referral source to expand your work
• Exposure to financial planning
• Flexible schedule

Location

Meet with clients virtually and, when required, be able to meet clients to oversee document execution. (Must be licensed in the posted state.)